Position in BAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,037,605
+$237,716 QoQ
Shares Held
18,210
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,898
of 3,594 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AGH Wealth Advisors, LLC holds $3,596,689 across 4 Banks - Diversified names. BAC ranks #2 (28.8% of the industry book) .
All Filings in BAC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,605 | 18,210 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $799,889 | 16,408 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $951,995 | 17,309 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $1,017,354 | 19,720 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $820,196 | 17,333 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $545,911 | 13,082 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $616,661 | 14,031 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||